See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,015 | $179,726+66.4% | $156,263+91.4% | $142,382+110.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.21% | 77.86%-67.6pp | 59.47%-49.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $5,538 | $5,069+9.3% | $4,333+27.8% | $4,299+28.8% |
| Participant deferral / active EE | $4,292 | $6,956-38.3% | $6,158-30.3% | $6,507-34.0% |
| Admin fee / account holder | $61,382 | $17,272+255.4% | $14,255+330.6% | $12,624+386.2% |